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iOS · business

Visit Ledger

Sales visits and follow-ups

$49.9
Apple ID: 6780739325Version: 1.1App size: 5.8 MBReleased: 2026-06-17

Languages

English,French,German,Japanese,Korean,Portuguese,Russian,Chinese,Spanish

About this app

Client Visit Ledger helps salespeople solve common problems after daily visits: scattered notes, missed follow-ups, and difficult review. You can create local client profiles, record each visit, needs, quote intent, next follow-up date, and deal stage, building a clear sales follow-up ledger. All data is stored only on your device. No account registration, no sign-in, no internet connection, and no personal data collection are required. It is suitable for field sales, channel maintenance, store client management, B2B business follow-up, and similar workflows. Key features: Client profiles: record client name, contact person, phone, address, source, level, and notes. Visit records: save visit date, conversation notes, needs, quote intent, feedback, and photo proof by client. Follow-up reminders: set the next follow-up date and filter pending clients by today, overdue, or this week. Sales stages: manage leads, interested clients, quoted clients, closed deals, and paused opportunities. Local search: quickly find history by client, contact, keyword, or stage. Offline export: generate client visit PDFs or text summaries for archiving and reporting.

Screenshots

Visit Ledger · Screenshots 1Visit Ledger · Screenshots 2Visit Ledger · Screenshots 3Visit Ledger · Screenshots 4Visit Ledger · Screenshots 5

Features

  • Customer Records: Record customer name, contact person, phone, address, source, level, and remarks
  • Visit Logs: Save visit dates, communication content, requirements, quotation intentions, feedback, and photo evidence by customer
  • Follow-up Reminders: Set next follow-up date
  • Filter pending customers by today, overdue, or this week
  • Sales Stages: Support managing stages such as lead, interest, quotation, deal, and suspension
  • Local Search: Quickly find historical records by customer, contact person, keyword, or stage
  • Offline Export: Generate customer visit records as PDF or text summary
  • Convenient for archiving and reporting